See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,029 | $95,193-91.6% | $76,523-89.5% | $135,375-94.1% |
| Participation rate | 27.3% | 74.4%-47.1pp | 68.0%-40.7pp | 82.6%-55.4pp |
| Annual return | -51.33% | 4.85%-56.2pp | -0.27%-51.1pp | 519.73%-571.1pp |
| Employer contribution / active EE | $696 | $3,302-78.9% | $2,647-73.7% | $4,779-85.4% |
| Participant deferral / active EE | $1,676 | $4,639-63.9% | $3,835-56.3% | $5,609-70.1% |
| Admin fee / account holder | $135 | $6,249-97.8% | $4,848-97.2% | $10,827-98.8% |